I help business owners, attorneys, CPAs, family offices, and private companies understand the value of privately held businesses.
As a CFA charterholder and Accredited Senior Appraiser (ASA), I lead valuation engagements for:
• Estate and gift tax planning
• Business succession planning
• Mergers and acquisitions
• Financial reporting (ASC 718, 409A, ASC 805, ASC 350)
• Shareholder transactions and corporate planning
What differentiates my perspective is that I've worked both as a valuation advisor and as an operating executive responsible for forecasting, budgeting, fundraising, and strategic decision-making. That experience helps me bridge the gap between valuation theory and real-world business operations.
I currently serve as Director at AltaView Advisors, where I help clients nationwide navigate complex valuation issues.
If you're an attorney, CPA, business owner, or advisor with valuation questions, I'd welcome a conversation.